Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2065 Fund I in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN | YONKERS NY | 2,455 | $218.3M | $712K |
| 2 | TR MILLER HEATING, COOLING & PLUMBING, INC. TR MILLER HEATING AND COOLING 401(K) PROFIT SHARING PLAN | PLAINFIELD IL | 109 | $4.3M | $642K |
| 3 | ZOCDOC, INC. |
NEWYORK NY |
| 646 |
| $60.0M |
| $308K |
| 4 | ITHINK FINANCIAL CREDIT UNION ITHINK FINANCIAL CREDIT UNION 401(K) PLAN PLUS | DELRAY BEACH FL | 390 | $36.5M | $59K |
| 5 | CENTER FOR FAMILY HEALTH CENTER FOR FAMILY HEALTH 403(B) EMPLOYER RETIREMENT PLAN | JACKSON MI | 261 | $14.0M | $33K |
| 6 | WARREN SCREW PRODUCTS, INC. WARREN SCREW PRODUCTS, INC. PROFIT SHARING PLAN | WARREN MI | 126 | $4.9M | $29K |
| 7 | TEST RITE PRODUCTS CORP. TEST RITE PRODUCTS CORP 401(K) PLAN | ONTARIO CA | 152 | $11.4M | $25K |
| 8 | PIONEER CLADDING & GLAZING SYSTEMS, INC. PIONEER 401(K) PLAN | MASON OH | 235 | $11.8M | $24K |
| 9 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BATON ROUGE LA | 217 | $20.3M | $16K |
| 10 | CREA, LLC CREA, LLC RETIREMENT READINESS 401(K) PLAN | INDIANAPOLIS IN | 145 | $21.6M | $8K |
